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Todd M Petraco, Private Wealth Advisor serving the Hauppauge, NY area - Ameriprise Advisors

Todd M Petraco

CFP®, ChFC®

Private Wealth Advisor

Managing Director of
Kuttin Wealth Management
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 32 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Small Business
  • Insurance
  • Saving for Education

Interests

    · Spending time with my family.

    · Volunteering for the Make -A- Wish Foundation.

    · Coaching youth sports

    · Golfing, Skiing and Boating.

Awards & recognition

  • Ameriprise Circle of Success, 2002-2017

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • Private Wealth Advisor
  • Platinum Financial Services Advisor
  • President's Recognition Award for Quality of Advice

Education

  • University of Michigan - Bachelor of Arts

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Make A Wish® Foundation of Suffolk County - Board of Directors

Visit: http://suffolk.wish.org To learn more about the Make A Wish Foundation

Three Village Chamber of Commerce

CYO basketball coach